Scale Your ESG Practice with CSRD Pro
Refer self-serve clients to CSRD Pro and audit their results. Maintain oversight while clients handle data entry, allowing you to serve more clients without increasing workload.
Sign Up as AdviserThe Opportunity
As CSRD requirements expand, more small and growing businesses need sustainability reporting support. Many of these clients have limited budgets but still require compliant, professional reporting.
CSRD Pro enables you to offer tiered service levels: refer clients to our self-service platform while maintaining oversight through your adviser dashboard. Clients complete their own data entry using our guided workflows, and you can review and audit their results before final submission.
This approach lets you scale your practice, serve more clients, and maintain quality control, all while providing clients with a professional, compliant solution.
How CSRD Pro Helps ESG Consultants
Our adviser platform gives you professional tools to refer clients, track their progress, and review their reports. Clients use our guided platform for data entry, while you maintain oversight and quality control.
Client Referral System
Unique referral tokens for easy client onboarding. Track all referred clients from one dashboard.
Progress Tracking
Monitor client progress in real-time. See which clients need attention or support.
Audit-Ready Data
Review client-generated reports before final submission. Maintain quality control and compliance standards.
Key Features for ESG Consultants
Client Referral & Tracking
Get a unique referral token when you sign up. Share it with clients to link their accounts to your adviser workspace. Track all referred clients from your dashboard.
Dashboard Overview
View high-level status of all your referred clients. See completion progress, identify clients who need support, and monitor activity across your client base.
Audit-Ready Client Data
Review client-generated reports before final submission. All data is structured according to VSME Standard, making it easy to verify compliance and accuracy.
Professional Client Experience
Clients get a professional, guided platform for data entry. They complete their reports using our workflows, while you maintain oversight and can provide support when needed.
Use Cases
Tiered Service Offerings
Refer self-serve clients to CSRD Pro's self-service solution while maintaining oversight. Offer full consulting services to clients with larger budgets who need more support.
Audit & Review Services
Clients complete their data entry using CSRD Pro, then you review and audit their reports before final submission. Maintain quality control while clients handle the data collection.
Scalable Client Management
Serve more clients without proportionally increasing your workload. Clients do the data entry, you provide oversight and support when needed.
Benefits for Your Practice
Serve More Clients
Expand your client base by offering a cost-effective solution for smaller clients. No need to turn away budget-conscious opportunities.
Maintain Quality Control
Review and audit client reports before submission. Ensure compliance and accuracy while clients handle the data entry workload.
Professional Solution
Clients get a professional, guided platform that produces compliant reports. Your practice benefits from a reliable, standards-aligned tool.
Efficient Workflow
Clients complete their data entry independently. You focus on review, audit, and strategic support rather than manual data collection.
How It Works for ESG Consultants
Sign Up
Create your free adviser account and get your unique referral token
Refer Clients
Share your referral token with clients. They sign up and are automatically linked to your workspace
Track Progress
Monitor client progress from your dashboard. See completion status and activity
Review & Audit
Review client-generated reports before final submission. Ensure compliance and accuracy
Support Clients
Provide guidance and support when clients need help. Maintain oversight throughout the process
Scale Your ESG Practice Today
Sign up for a free adviser account and start referring clients to CSRD Pro. Maintain oversight while clients handle data entry.